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Kraft Heinz

902 hedge funds and large institutions have $22B invested in Kraft Heinz in 2020 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 311 increasing their positions, 320 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 88

1% more funds holding

Funds holding: 890902 (+12)

1% more ownership

Funds ownership: 58.97%59.97% (+1%)

3% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 320

5% less capital invested

Capital invested by funds: $23B → $22B (-$1.07B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

26% less call options, than puts

Call options by funds: $363M | Put options by funds: $492M

Holders
902
Holders Change
+12
Holders Change %
+1.35%
% of All Funds
18.2%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.3%
New
107
Increased
311
Reduced
320
Closed
88
Calls
$363M
Puts
$492M
Net Calls
-$128M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
801
Freestone Capital Holdings
Washington
$13.5K +$15K +452 New
GTAM
802
Global Trust Asset Management
Florida
$13K -$1.17K -35 -7%
FWM
803
Filbrandt Wealth Management
Wisconsin
$13K -$33 -1 -0.2%
FCB
804
First Command Bank
Texas
$13K
FCFS
805
First Command Financial Services
Texas
$13K
KPCM
806
Kings Point Capital Management
New York
$12K -$14.9K -447 -53%
PP
807
PrairieView Partners
Minnesota
$12K
TIM
808
Tortoise Investment Management
New York
$12K
LAS
809
Lloyd Advisory Services
Georgia
$12K +$166 +5 +1%
HFRG
810
Houlihan Financial Resource Group
Virginia
$12K +$12.3K +371 New
NNP
811
Nachman Norwood & Parrott
South Carolina
$12K +$12.9K +389 New
SC
812
Steph & Co
Wisconsin
$12K +$13.5K +405 New
CSPIA
813
Cary Street Partners Investment Advisory
Virginia
$12K +$13.5K +406 New
NC
814
NewSquare Capital
Pennsylvania
$11K
RWG
815
Regal Wealth Group
California
$11K
AA
816
Advisory Alpha
Michigan
$11K +$12.2K +368 New
HWA
817
HHM Wealth Advisors
Tennessee
$10K
MWC
818
MBM Wealth Consultants
Missouri
$10K
SSWG
819
Seven Springs Wealth Group
Tennessee
$10K
SFG
820
Sowa Financial Group
Rhode Island
$10K
TF
821
Tompkins Financial
New York
$10K
M
822
MOTCO
Texas
$10K +$6.39K +192 +145%
PFWA
823
Paces Ferry Wealth Advisors
Georgia
$10K +$10.9K +328 New
AIC
824
Archer Investment Corporation
Indiana
$9.13K
HIIFS
825
Harel Insurance Investments & Financial Services
Israel
$9K -$21.7K -652 -68%

KHC Hedge Fund Activity: Q3 2020 in Review

902 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2020, worth a combined $22B — down 4.6% from $23B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new KHC positions and 88 closed out — a net gain of 19 holders — while 311 added to existing stakes and 320 trimmed.

The largest buyer was Invesco, adding an estimated $160M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $122M sold.

  • 902 institutional investors held Kraft Heinz (KHC) as of Q3 2020, up from 890 in Q2 2020.
  • Funds reported $22B of Kraft Heinz stock for Q3 2020, down 4.6% quarter-over-quarter.
  • 107 funds opened new Kraft Heinz positions in Q3 2020 and 88 closed out, a net change of +19 holders.
  • The largest Kraft Heinz buyer in Q3 2020 was Invesco, an estimated $160M added.
  • The largest Kraft Heinz seller in Q3 2020 was Carmignac Gestion, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2020.